Eagle Ridge Investment Management’s American Express AXP Stock Holding History

Eagle Ridge Investment Management’s Portfolio AXP Stock Details AXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$934K	Hold	3,148	–	–	0.08%	75
2024 Q3	$854K	Buy	3,148 +9	+0.3%	+$2.24K	0.07%	77
2024 Q2	$727K	Hold	3,139	–	–	0.07%	83
2024 Q1	$715K	Hold	3,139	–	–	0.07%	84
2023 Q4	$588K	Hold	3,139	–	–	0.06%	91
2023 Q3	$468K	Hold	3,139	–	–	0.05%	98
2023 Q2	$547K	Hold	3,139	–	–	0.06%	94
2023 Q1	$518K	Buy	3,139 +110	+4%	+$18.2K	0.06%	100
2022 Q4	$448K	Buy	3,029 +90	+3%	+$13.3K	0.05%	105
2022 Q3	$397K	Hold	2,939	–	–	0.05%	108
2022 Q2	$407K	Hold	2,939	–	–	0.05%	107
2022 Q1	$550K	Sell	2,939 -260	-8%	-$47K	0.06%	100
2021 Q4	$523K	Hold	3,199	–	–	0.05%	104
2021 Q3	$536K	Hold	3,199	–	–	0.06%	97
2021 Q2	$529K	Hold	3,199	–	–	0.06%	95
2021 Q1	$452K	Hold	3,199	–	–	0.05%	99
2020 Q4	$387K	Hold	3,199	–	–	0.05%	101
2020 Q3	$321K	Sell	3,199 -2,000	-38%	-$197K	0.04%	108
2020 Q2	$495K	Hold	5,199	–	–	0.08%	86
2020 Q1	$445K	Hold	5,199	–	–	0.08%	86
2019 Q4	$647K	Hold	5,199	–	–	0.09%	89
2019 Q3	$615K	Hold	5,199	–	–	0.09%	92
2019 Q2	$642K	Hold	5,199	–	–	0.09%	89
2019 Q1	$568K	Hold	5,199	–	–	0.08%	95
2018 Q4	$496K	Hold	5,199	–	–	0.08%	98
2018 Q3	$554K	Hold	5,199	–	–	0.08%	106
2018 Q2	$510K	Hold	5,199	–	–	0.08%	108
2018 Q1	$485K	Hold	5,199	–	–	0.07%	113
2017 Q4	$516K	Buy	5,199 +100	+2%	+$9.52K	0.08%	112
2017 Q3	$461K	Buy	+5,099	New	+$438K	0.08%	112

Other funds holding AXP

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Eagle Ridge Investment Management's AXP Position: Q4 2024 in Review

Eagle Ridge Investment Management held its American Express (AXP) position steady in Q4 2024 at 3,148 shares worth $934K. The position accounts for 0.08% of the portfolio, ranked #75.

Eagle Ridge Investment Management first reported a position in AXP in Q3 2017 and has held it in 30 quarters since. 2,633 funds tracked by Wall St. Rank hold AXP as of Q4 2024.

Eagle Ridge Investment Management held 3,148 shares of American Express worth $934K as of Q4 2024.
Eagle Ridge Investment Management left its American Express share count unchanged in Q4 2024.
American Express made up 0.08% of Eagle Ridge Investment Management's portfolio in Q4 2024, its #75 holding.
Eagle Ridge Investment Management first reported a position in American Express in Q3 2017 and has held it in 30 quarters since.
2,633 funds tracked by Wall St. Rank held American Express as of Q4 2024.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2024, filed 27 Jan 2025.